The RIA channel is targeting the other end – and it’s more valuable. Cerulli Associates estimates in its 2026 US Retail Investor Solutions report that mass affluent households alone, those with financial assets between $100,000 and $2 million, represent a $25 trillion wealth opportunity across approximately 46.9 million households. These are households that have multiple assets, umbrella requirements, valuable collections and a strong preference for dealing with advisors they already trust. According to market data, more than 75% of affluent clients carry additional liability protection, and 60 to 65% prefer multi-line bundled coverage – precisely the complex, relationship-dependent coverage profile that financial planners are best positioned to identify and address in a single conversation.
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